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How to Create Client Onboarding Process in Financial Services

Userpilot

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

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Top 12 Product Adoption Software in 2024

Userpilot

Product adoption software is the lifeblood of the modern product management process. It is the key to making your product unforgettable and ensuring it gains traction in a difficult market. In this article, we explore what product adoption software does and identify 12 of the best product adoption tools on the market.

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12 Best Customer Retention Software for SaaS Companies in 2024

Userpilot

Are you on the lookout for tools that can help you improve customer retention ? There are quite a few solutions around, so it might be difficult to find, especially as we’re not talking about one specific set of tools but rather a whole range of different solutions covering a range of use cases.

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Guide to Business Analytics in SaaS: Types, Use Cases and Best Tools

Userpilot

In a fast-paced industry like SaaS, leveraging business analytics effectively can be the key to staying competitive and driving product growth. Business analytics offers invaluable insights that help SaaS companies optimize operations, enhance customer experiences, and make data-driven decisions.

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10 Interactive Software Walkthroughs With Examples

Userpilot

Frustrated trying to design interactive software walkthroughs that drive activation? TL;DR A software walkthrough is the process of guiding users through the main features and processes of a software product. Walkthroughs help to: Improve user onboarding. Reduce friction for new features.

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First-party Data: Benefits, Types, Collection Methods & Use Cases

Userpilot

The secret lies in first-party data. This article will explore how to collect and analyze it effectively, diving into methods like feedback surveys, product analytics , and more. We’ll provide practical examples and actionable advice that will inspire you to create personalized user experiences based on data.

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How to Evaluate Product Performance: Metrics, Analysis & Improvement

Userpilot

It’s no secret that learning how to evaluate product performance is essential for product management. But how can you effectively measure product metrics that can help you reach your goals and increase revenue growth? Why not book a Userpilot demo to see how you can analyze and improve product performance continuously?